Invest with IRA Funds
What is a Self-Directed IRA?
Can I transfer self-directed IRA funds into my existing account?
No. Investors need to set up a new account if they want to invest self-directed IRA funds.
Does Avestor support investing through a self-directed IRA?
Accredited investors can join an Avestor real estate fund using capital from a self-directed IRA.
Does Avestor charge fees for supporting self-directed IRAs?
Avestor does not charge any additional fees for accepting self-directed IRA funds. Each custodian has their own fee structure to maintain self-directed IRA accounts. Investors should check with their custodian on any fees for their accounts.
What is the process for completing an investment using self-directed IRA funds?
Each custodian has different processes to fund an investment. We recommend you research various custodians to determine which one best suits your needs. Different custodians require different information on your investment so please make sure to understand their requirements prior to setting up an account with them.
Is all income from investments tax-deferred?
Interest received from investments is generally tax-deferred. On equity investments, most income is tax deferred but you may receive Unrelated Business Taxable Income (UBTI) from some equity investments. Any UBTI income would be taxable. Any pass through UBTI will be reported to your on your Avestor K-1. Please work with your tax accountant to ensure you pay any necessary taxes on UBTI income.
Which custodians can I open a Self-Directed IRA with?
Avestor has partnered with the following SD-IRA custodians:
Self-directed IRAs are an excellent option for investors seeking to diversify their retirement assets outside of stocks and bonds into real estate investments. Avestor supports capital from self-directed IRAs. We have provided answers to some frequently asked questions below.